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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ruben Saucedo is a financial advisor with over 27 years of experience in the industry. Daniel Ruben Saucedo is currently registered with Osaic Wealth, Inc. in LONG BEACH, CA. Daniel Ruben Saucedo has a Series 6, Series 63 and SIE license and is licensed in 5 states. Daniel Ruben Saucedo specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (LONG BEACH CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LONG BEACH CA)
CA
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (LONG BEACH CA)
CA
04/04/2006 - 12/01/2006
USALLIANZ SECURITIES, INC. (LONG BEACH CA)
CA
08/09/2002 - 04/06/2006
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
07/10/2000 - 08/26/2002
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
WI
12/22/1997 - 07/05/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
12/22/1997 - 07/05/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
AZ
11/14/1994 - 08/12/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 12/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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